Shepherd Financial Partners LLC Spdr Portfolio Transaction History

Shepherd Financial Partners LLC

  • $761 Million
  • Q1 2024

A detailed history of Shepherd Financial Partners LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 35,810 shares of SPYG stock, worth $2.92 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
35,810
Previous 31,440 13.9%
Holding current value
$2.92 Million
Previous $2.05 Million 28.07%
% of portfolio
0.34%
Previous 0.29%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
BUY
$63.12 - $73.73 $275,834 - $322,200
4,370 Added 13.9%
35,810 $2.62 Million
Q4 2023

Feb 12, 2024
BUY
$57.02 - $65.3 $964,550 - $1.1 Million
16,916 Added 116.47%
31,440 $2.05 Million
Q2 2023

Aug 11, 2023
BUY
$54.76 - $61.01 $795,334 - $886,109
14,524 New
14,524 $886,000
Q3 2022

Nov 09, 2022
BUY
N/A
33,485 New
33,485 $1.68 Million
Q1 2019

Apr 29, 2019
SELL
N/A
-10,145 Closed
0 $0
Q4 2018

Feb 07, 2019
SELL
N/A
-1,632 Reduced 13.86%
10,145 $330,000
Q2 2018

Aug 02, 2018
BUY
N/A
11,777 New
11,777 $416,000

Others Institutions Holding SPYG

# of Institutions
995
Shares Held
269M
Call Options Held
331K
Put Options Held
78.3K
View Full List

About SPDR PORTFOLIO

SPYG Quotes by TradingView
  • Ticker SPYG
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